Intel's stock surged 369% driven by strong demand for its traditional Xeon CPUs used in AI inference servers, overshadowing setbacks in its specialized AI chip project, Gaudi. While the market initially focused on Intel's slower-than-expected AI chip adoption and cancellation of next-gen versions, management highlighted the growing importance of CPUs for AI inference workloads. This shift was confirmed in Intel's fiscal Q1 2025 results, where better-than-expected Xeon sales, fueled by hyperscaler demand, boosted revenue. The story underscores the value of Intel's core CPU business in the evolving AI landscape, suggesting investors consider broad semiconductor exposure through ETFs for diversified gains.
In 2026, the VanEck Semiconductor ETF (SMH) returned an impressive 87.86%, largely driven by heavy holdings in NVIDIA and Taiwan Semiconductor. However, three other semiconductor ETFs—Invesco Semiconductors ETF (PSI), Xtrackers Semiconductor Select E...
In 2026, both CVS and Intel showed strong turnaround results but faced stock sell-offs for different reasons. Intel's decline stems from doubts about its 18A manufacturing roadmap and competitive pressure, while CVS's drop relates to a cautious 2027 ...
Nvidia reported strong Q2 earnings with $96.2 billion in revenue and $2.46 earnings per share, surpassing expectations. The company's balance sheet shows significant growth, with its equity portfolio rising from under 5% to nearly 20% of assets, valu...
Nvidia reported quarterly revenue that more than doubled, driven by strong demand for its AI chips, and forecasted third-quarter revenue above Wall Street estimates. The company expects about 70% revenue growth by fiscal 2028 and announced expanding ...
Semiconductor stocks rose on August 25, 2026, driven by news that the U.S. Treasury might use its nearly $1 trillion cash reserve to buy back bonds, lowering long-term yields. This move reduces supply pressure on bonds, causing yields to drop and boo...
